1 open position available
Manage and grow strategic partner relationships, lead account activities, and deliver performance insights. | Requires 5+ years of account management experience, familiarity with federal contracts, and a bachelor's degree. | Job Description: • Collaborate cross-functionally with Sales, Sales Operations, Marketing, Product Development, and Client Operations to align partnership initiatives with overall company objectives. • Own and grow strategic partner relationships by engaging executive stakeholders to understand business needs, address challenges, and deliver value-driven solutions in line with their goals. • Lead strategic account activities, including quarterly business reviews, site visits, and recurring account management calls covering forecast, material, and project management. • Prepare and deliver client-facing reporting on performance trends, activity, risks, and improvement recommendations. • Identify and drive upsell, cross-sell, renewal, and expansion opportunities to protect and grow existing revenue streams. • Maintain in-depth knowledge of CPI products, solutions, and industry trends; actively promote new offerings and lead partner enablement initiatives across sales, marketing, and operations. • Develop and execute partner training strategies to support sales effectiveness, operational readiness, and go-to-market success. • Define, track, and report on KPIs and partnership performance metrics, providing actionable insights to senior leadership. • Standardize where possible. • Serve as the final escalation point for operational issues, ensuring timely resolution, root-cause analysis, and clear communication with internal and external stakeholders. • Capture and communicate Voice of the Customer insights to inform product development, technology roadmaps, and process improvements. Requirements: • Bachelor’s Degree or equivalent in Business Administration, Communications, Project Management or related field • 5+ years of account management/direct client services experience • Financial service industry experience preferred • ISO 9001:2015 understanding and familiarity; training/certification is a plus Benefits: • Competitive pay rates and an inclusive, empowering and rewarding culture. • Solid benefits package including Medical, Dental, Vision, Long Term Disability, Short Term Disability, Life Insurance, Accident Insurance, Critical Illness Insurance, FSA, HSA, Vacation and Holiday Pay, Tuition Reimbursement and 401(k) with a competitive company match percentage. • CPI is an Equal Opportunity Employer, including disability/vets.
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